Katie Bear Email & Phone Number
Account Executive @ Janney Montgomery Scott LLC
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Katie Bear Location
- Middletown, DE, US
Katie Bear Work
- 2019 -now Account Executive @
- 2004 -2019 Relationship Management Analyst @
Katie Bear Education
- Kaplan University
CRPC
2016-2016 - University of Delaware
Bachelor of Arts - BA (Marketing, Operations Management)
2000-2004
Katie Bear Skills
- Financial Planning
- Estate Planning
- Stocks
- Asset Allocation
- Investments
- Multi-generational wealth transfer
- Practice Management
- Office Administration
Katie Bear Summary
- Katie Bear, based in Middletown, DE, US, is currently a Account Executive at Janney Montgomery Scott LLC. Katie Bear brings experience from previous roles at Merrill Lynch. Katie Bear holds a 2016 - 2016 CRPC @ Kaplan University. With a robust skill set that includes Financial Planning, Estate Planning, Stocks, Asset Allocation, Investments and more. Katie Bear has 3 emails and 1 mobile phone numbers on RocketReach.
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